We are live on ! Find out more
LXU icon

LSB Industries
LXU

189 hedge funds and large institutions have $736M invested in LSB Industries in 2026 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 66 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,955% more call options, than puts

Call options by funds: $16.5M | Put options by funds: $539K

275% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 16

117% more capital invested

Capital invested by funds: $339M → $736M (+$397M)

53% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 43

27% more funds holding

Funds holding: 149 → 189 (+40)

13.3% more ownership

Funds ownership: 55.45% → 68.74% (+13%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
189
Holders Change
+40
Holders Change %
+26.85%
% of All Funds
2.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
60
Increased
66
Reduced
43
Closed
16
Calls
$16.5M
Puts
$539K
Net Calls
+$15.9M
Net Calls Change
+$12.4M

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$26.9M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$22.9M
3
GCM
Ghisallo Capital Management
Massachusetts
+$21.7M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$11.6M
5
Citadel Advisors
Citadel Advisors
Florida
+$8.94M

Top Sellers

1
BlackRock
BlackRock
New York
-$21.9M
2
CM
CastleKnight Management
New York
-$19.7M
3
GJL
Gendell Jeffrey L
-$18.1M
4
RR
Robotti Robert
-$13.7M
5
TAM
Third Avenue Management
New York
-$4.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
76
Osaic Holdings
Arizona
$876K +$660K +57,879 +6,312%
Franklin Resources
77
Franklin Resources
California
$846K +$392K +34,412 +154%
EC
78
EntryPoint Capital
New York
$835K +$639K +56,015 New
CM
79
Caption Management
Oklahoma
$813K -$278K -24,347 -31%
Balyasny Asset Management
80
Balyasny Asset Management
Illinois
$788K +$251K +22,028 +71%
VF
81
Virtu Financial
New York
$775K +$593K +52,046 New
QCM
82
Quantinno Capital Management
New York
$746K +$63.6K +5,578 +13%
VCM
83
Voleon Capital Management
California
$736K +$563K +49,398 New
Deutsche Bank
84
Deutsche Bank
Germany
$708K +$62.5K +5,485 +13%
SRL
85
Scientech Research LLC
New Jersey
$688K +$527K +46,188 New
Canada Pension Plan Investment Board
86
Canada Pension Plan Investment Board
Ontario, Canada
$685K +$314K +27,500 +149%
IMC Chicago
87
IMC Chicago
Illinois
$670K +$513K +44,949 New
AC
88
AXQ Capital
New Jersey
$664K +$508K +44,538 New
BHCM
89
Brevan Howard Capital Management
Jersey
$631K +$483K +42,347 New
Creative Planning
90
Creative Planning
Kansas
$577K +$116K +10,207 +36%
GCP
91
GSA Capital Partners
United Kingdom
$563K -$381K -33,408 -47%
MC
92
Moors & Cabot
Massachusetts
$554K -$31.9K -2,800 -7%
PC
93
Pecaut & Co
Iowa
$544K -$22.8K -2,000 -5%
CIAM
94
Caitong International Asset Management
Hong Kong
$522K +$399K +35,011 +1,750,550%
LIP
95
Lighthouse Investment Partners
Florida
$522K +$399K +35,000 New
BBA
96
Baader Bank Aktiengesellschaft
Germany
$521K +$410K +35,936 New
FFA
97
Founders Financial Alliance
North Carolina
$512K – – –
JG
98
Jain Global
New York
$510K +$391K +34,258 New
HWAM
99
Hennion & Walsh Asset Management
New Jersey
$503K -$4.4K -386 -1%
AC
100
Aristeia Capital
Connecticut
$476K +$365K +31,972 New
2 3
4
5 6

LXU Hedge Fund Activity: Q1 2026 in Review

189 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in LSB Industries (LXU) for Q1 2026, worth a combined $736M — up 117% from $339M a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new LXU positions and 16 closed out — a net gain of 44 holders — while 66 added to existing stakes and 43 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $26.9M. The largest seller was BlackRock, cutting an estimated $21.9M.

  • 189 institutional investors held LSB Industries (LXU) as of Q1 2026, up from 149 in Q4 2025.
  • Funds reported $736M of LSB Industries stock for Q1 2026, up 117% quarter-over-quarter.
  • 60 funds opened new LSB Industries positions in Q1 2026 and 16 closed out, a net change of +44 holders.
  • The largest LSB Industries buyer in Q1 2026 was Susquehanna International Group, an estimated $26.9M added.
  • The largest LSB Industries seller in Q1 2026 was BlackRock, an estimated $21.9M sold.

Based on aggregated 13F filings for Q1 2026.